Joshua Davis is a CFP-designated registered investment advisor at Davis Private Wealth, LLC, based in Royal Palm Beach, FL, with 13 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 144 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are generally negotiable. Minimum portfolio value is generally $200,000.
Fee Estimator
Contact
Joshua Davis
Location
9100 Belvedere Road, Suite 209, Royal Palm Beach, FL, 33411
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joshua is a board member of the Financial Planning Association of South Florida, spending about 10% of his time. He also owns Find My CPA, LLC, an online directory for CPAs, and is an advisory committee member for Redtree Partners, a commercial real estate and timber business, dedicating minimal time to the latter.
Employment History
Current Registrations
Davis Private Wealth, LLC
Previous Registrations
Castle Wealth Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Josh is the Founder and Senior Financial planner of Davis Private Wealth, LLC. He founded the firm in January 2017 in order to better serve his clients as a boutique wealth management firm. Josh is a Certified Financial Planner (CFP®) through the CFP Board. He strives to stay up to date on top financial planning strategies for his clients.